Ok, maybe I’m looking for under the wrong keyword, if so, please enlighten me 🙂
I’m looking for a software that can do the following:
- Contact Management
- Calendar Management
- Mail Integration
- Document support
- (plus) Telephon/Call/Fax integration would be a great plus.
It does need to be able to cope with more then one person using it. (e.g. Contact sharing, Calendar sharing, Mail/Documents attached to
events/tasks or persons) Though it would be sufficient to handle 3 to 10 users.
It also does need to support mobile and remote application. (E.g. on an android phone. CardDav+CalDav+IMAP or a suitable replacement would be sufficient). Remove access over
slow lines would be nice (would not need to be a full blown client).
If it would seamlessly integrate with Office tools that would be great as well.
Tobit solves this quite ok. But is a hell to maintain and breaks frequently. Once the internal database (File System Structure) is corrupted, it’s hopelessly broken. It’s “mobile”/”remote” support is also heavily affected by this.
Work4All does most of this also pretty neat, but fails flat on their network architecture. And remote hosting has no sensible price component.
Daylite also seems to be a pretty good piece of software solving the above needs. But it’s for mac only.
Final note: after browsing the web for CRM solutions: I don’t understand why a CRM system needs all this
social stuff. I must be missing something, but why would I put facebook and twitter like features in a simple CRM?
Any hints for a CRM that might suite the needs outlined above are much appreciated!
Looking at your bullet points, for most “multi-user” Windows environments those problems are solved in Exchange + Outlook + Outlook Business Contact Manager + Lync.
Anyone who wants to enter the space would have to go up against or work within that 800lb gorilla, especially once you specify multi-user. A few have actually done this, but mainly you’re looking at web solutions (37signals and Salesforce come to mind).